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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,784 | $93,055-80.9% | $153,643-88.4% | $80,935-78.0% |
| Participation rate | 31.3% | 69.0%-37.7pp | 77.1%-45.8pp | 67.7%-36.4pp |
| Annual return | 13.51% | 19.97%-6.5pp | 15.71%-2.2pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,294 | $3,504-63.1% | $5,039-74.3% | $2,757-53.1% |
| Participant deferral / active EE | $1,992 | $5,172-61.5% | $6,754-70.5% | $4,299-53.7% |
| Admin fee / account holder | $2,379 | $8,881-73.2% | $12,739-81.3% | $6,924-65.6% |